MGO One Seven LLC Buys 7,052 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MGO One Seven LLC raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.1% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 70,631 shares of the semiconductor company’s stock after buying an additional 7,052 shares during the quarter. MGO One Seven LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $32,221,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in TSM. Fiduciary Advisors Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 200.0% during the third quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 40 shares during the last quarter. Cedar Mountain Advisors LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 88.2% in the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 30 shares during the period. Markowski Investments acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $33,000. Curry Webb Wealth Management LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $39,000. Finally, Evolution Wealth Management Inc. lifted its position in Taiwan Semiconductor Manufacturing by 257.7% in the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 67 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Insider Activity

In related news, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, August 18th. The stock was bought at an average price of $74.50 per share, with a total value of $74,500.00. Following the completion of the transaction, the vice president directly owned 6,000 shares of the company’s stock, valued at approximately $447,000. This represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Bor-Zen Tien bought 1,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were bought at an average cost of $73.06 per share, with a total value of $73,060.00. Following the transaction, the vice president directly owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have acquired 7,043 shares of company stock worth $530,986. Corporate insiders own 1.11% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Sanford C. Bernstein raised their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Stifel Nicolaus began coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a “buy” rating and a $515.00 price target for the company. TD Cowen increased their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a report on Wednesday, October 21st. Three research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $528.78.

Key Taiwan Semiconductor Manufacturing News

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: TSMC continues to benefit from its position as the world’s leading advanced-chip foundry. Its revenue has consistently exceeded Applied Materials’ over the past eight quarters and has shown a steadier upward trend, supporting the view that demand for leading-edge processors remains strong. Applied Materials vs. Taiwan Semiconductor Manufacturing
• Positive Sentiment: Long-term investor articles continue to identify TSMC as a potential multibagger because of its exposure to AI accelerators, advanced manufacturing and sustained customer demand. The thesis assumes that earnings and cash flow can continue compounding through 2030. What a $10,000 Investment in TSMC Stock Will Be Worth by 2030
• Positive Sentiment: Bell Global Equities Fund continues to hold TSMC, indicating that an institutional investor views the company’s scale, technology leadership and AI exposure as attractive despite the recent volatility. Why Bell Global Equities Fund Continues to Favor TSMC
• Positive Sentiment: Taiwan’s semiconductor industry supports a government review of potentially restarting nuclear power plants. Improved electricity availability and reliability could help address one of TSMC’s key operational risks as chip-fabrication capacity expands. Taiwan Semiconductor Industry Group Backs Nuclear Power Review
• Neutral Sentiment: TSMC remains one of the most closely watched semiconductor stocks, reflecting strong investor interest but also heightened sensitivity to earnings expectations, valuation and news affecting the AI supply chain. TSMC Is Attracting Investor Attention
• Negative Sentiment: Investors are increasingly considering whether AI spending could slow in 2027. A deceleration would pressure the semiconductor sector, although TSMC may hold up better than companies with less differentiated positions because it controls a critical manufacturing bottleneck. If AI Spending Slows in 2027
• Negative Sentiment: Bearish commentary argues that TSMC is spending heavily to defend its lead, raising concerns about capital intensity, execution and whether future returns will justify the investment. Those concerns may be contributing to pressure on the shares after their strong run. TSMC: Spending Its Lead to Keep It

Taiwan Semiconductor Manufacturing Trading Down 6.2%

Shares of NYSE TSM opened at $405.05 on Friday. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $266.82 and a one year high of $487.47. The business has a 50-day moving average price of $435.00 and a two-hundred day moving average price of $399.49. The firm has a market capitalization of $2.10 trillion, a PE ratio of 26.07, a PEG ratio of 0.82 and a beta of 1.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The company had revenue of $46.72 billion during the quarter, compared to analyst estimates of $45.67 billion. During the same quarter last year, the business posted $2.92 EPS. The company’s revenue for the quarter was up 41.2% on a year-over-year basis. As a group, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 22.27%.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.